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Andrew Vincent Polcari

Investment adviser representative at Sc&h Wealth
11 yearsExperience
1 stateRegistered in
$1.2BFirm assets
17 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. Sc&h WealthJun 2025 to now
  2. UnemployedSep 2024 to May 2025
  3. Sc&h WealthJun 2024 to Aug 2024
  4. Wave Riding SchoolJun 2023 to Jun 2024
  5. UnemployedJul 2022 to May 2023
  6. Maryland AthleticsJun 2021 to Jun 2022
  7. Maryland Youth Sports OfficialsJun 2017 to Jun 2021
  8. UnemployedMay 2015 to May 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (MD).

Sc&h Wealth

Legal name: Sc&h Financial Advisors, Inc.

$1.2BAssets managed
676Clients
19Advisers
17 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8124858
Firm CRD
120666
Advisor's SEC record (opens in a new tab)
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